意大利生铁价格在新合同中下跌
Italian pig iron seen falling in new contracts
意大利的生铁需求正在恢复，消息人士预计将在未来几天内签订合同。一些买家需要下订单，以便在12月和1月交货，特别是经销商和贸易商，他们称生铁库存减少。
Pig iron demand is returning in Italy, with sourcesexpecting contracts to be signed within the next few days. Several buyers are in need of placing orders for delivery in December and January, particularly distributors and traders who report reduced inventories of pig iron.
2025年，从俄罗斯进口的生铁数量将受到欧盟配额减少的限制，因此客户正在寻找其他供应来源。他们目前正在与获准在欧洲销售的俄罗斯生产商谈判合同，而乌克兰供应商则没有报价。Kallanish（开阑商务信息咨询）获悉，此前乌克兰原产材料报价比俄罗斯材料贵约15-20美元/吨。
The volume of imported pig iron from Russia will be limited by a smaller EU quota in 2025, and customers are looking for alternative sources of supply. They are currently negotiating contractswith Russian producers who are allowed to sell in Europe, whereas Ukrainian suppliers are not quoting. Previous Ukraine-origin quotes were approximately $15-20/tonne more expensive than Russian material, Kallanish notes.
据传，一个重要的意大利买家正在谈判以低于400美元/吨cfr意大利的价格向俄罗斯生产商采购约20万吨或更多的供应量，但达成交易的可能性仍不明确。如果协议达成，该价格很可能成为意大利市场的基准。
An important Italian buyer is rumouredto be negotiating to procure about 200,000 tonnes of supply or more from Russian producers at a price below $400/t cfr Italy, but the likelihood of conclusion remains unclear. If this agreement is completed, the price is likely to serve as a benchmark for the Italian market.
意大利在过去两周内没有签订任何合同。直接从俄罗斯生产商购买生铁的分销商正在评估定价的可能性。
No contracts have been struck in Italy in the last two weeks. Distributors who buy pig iron directly from Russian producers are evaluating pricing possibilities.
一位意大利卖家称国内铸造厂的处境日益艰难。由于消费量减少，大多数意大利铸造厂的产能利用率只有一半。市场上开始出现破产申请以及付款延迟和违约现象。现在，一些铸造厂在购买生铁时必须提前付款。
One Italian seller describes an increasingly difficult scenario with domestic foundries. Due to reduced consumption, most Italian foundries are operating at half capacity. The market is starting to see bankruptcy filings, as well as payment delays and defaults. Certain foundries are now required to pay in advance when purchasing pig iron.
意大利分销商与俄罗斯生产商最近达成的交易的平均价格范围为410-420美元/吨cfr意大利。卖方预计，未来有限数量的交易将在380-400欧元/吨之间，具体取决于买方和数量。
The most recent transactions carried out by Italian distributors with Russian producersoccurred within an average range of $410-420/t cfr Italy. Sellers expect that future transactions for limited quantities will range between €380-400/t, depending on the buyer and volume.
2025年，欧盟对俄罗斯原产生铁的进口配额将缩减至70万吨，2026年起将全面禁止进口（见Kallanish相关报道）。
The EU quota for Russia-origin pig iron imports will shrink to 700,000t in 2025, with a complete ban on these imports to follow from 2026 (see Kallanish passim).
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